COVID-19 Update: Operational, Regulatory and Accounting Challenges for Fund Managers

asset management | Karen H. Kerby | Nov 12, 2020

Don’t miss Karen H. Kerby as she joins the NYSSCPA’s Alternative Investment Fund Conference for a live webcast on November 19th. Karen will moderate a panel of industry experts and discuss financial reporting matters in the midst and aftermath of the pandemic, address fund marketing and capital raising, and operational ramifications for investment advisors, such as business interruption and continuity planning. Click here to register

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2022-03-03T10:38:53-05:00

Top Ten Year-End Tax Planning Checklist

As the year draws to a close, taking proactive steps in your financial planning can significantly impact your tax liability. This checklist provides a guide to key strategies that individuals can consider before the end of the year to potentially decrease their income tax. By strategically managing income, deductions, and investments, you can optimize your tax situation and position yourself for a more tax-efficient financial future.

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